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Portfolio (Quarterly) Guide ↗

Berkeley, Inc

· CIK 0002051965
13F Portfolio $319M AUM 86 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 21 Added 29 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CPRT COPART INC Industrials 91,289.0 $2.6M 0.81% NEW $28.19 +14.6%
2 WISE GROUP PLC 41,570.0 $495K 0.15% NEW $11.91
3 INTC INTEL CORP Technology 2,489.0 $348K 0.11% NEW $139.63 -35.7%
4 MU MICRON TECHNOLOGY INC Technology 300.0 $346K 0.11% NEW $1154.29 -18.0%
5 MRVL MARVELL TECHNOLOGY INC Technology 718.0 $214K 0.07% NEW $297.89 -30.7%
6 VTV VANGUARD INDEX FDS 980.0 $213K 0.07% NEW $217.83 +3.4%
7 IVW ISHARES TR 1,510.0 $208K 0.07% NEW $137.53 +1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.4%
Consumer Cyclical 25.9%
Technology 14.3%
Communication Services 9.6%
Industrials 8.6%
Healthcare 4.2%